Conservator Ledger
iOS app by tracy tippett. Productivity · tracy tippett
- Store rating
- 0 / 5
- Store rating count
- 0
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 1.0.0
- Listing last refreshed
- 2026-09-11
View the original store listing
Store description excerpt
Being appointed to manage another person's money and care is a serious responsibility you likely did not ask for. Conservator Ledger takes the paperwork weight off your shoulders and helps you keep records that hold up when you stand before a judge. Designed for adult children, spouses, and professional fiduciaries who have been tracking everything in spreadsheets, notebooks, and shoeboxes, this app keeps the estate account precise to the cent, organizes every receipt and document, and turns your ongoing records into the reports the court expects. Estate accounting, done right. Track beginning balance, receipts, and disbursements for each reporting period, with everything reconciled to the cent. When it is time to report, generate a court-ready accounting PDF with itemized Schedules A through E, a ruled cover page, and page numbering, so your submission looks like it came from someone who does this for a living. Your court's own forms, filled automatically. Import the fillable PDF your court provided, let the app detect its fields, map them to your records, then fill and flatten the form in one tap. No more retyping the same figures into a form you have already calculated by hand. Every detail in one place. Log disbursements and receipts with categories, payees, notes, and photos of the receipts themselves. Record visits, mileage, and billable fiduciary time, and watch those entries roll straight into your accounting schedules without extra work. Care, documented with care. Track the person's facility and level of care, medications and their change history, daily living independence scores, incidents, and correspondence. When a physician, facility, ombudsman, attorney, or family member needs an update, generate a standalone Care Report tailored to that reader, withholding financial details where they do not belong. Your records, kept private. Everything lives on your device and mirrors only through your own iCloud. There are no accounts to create, no outside servers, and no analytics watching what you enter. This is not legal advice, and no feature here guarantees court acceptance in any jurisdiction. What it does offer is a calm, organized way to keep the records you are already responsible for keeping, whether the term in your state is conservatorship or guardianship. If you are tired of wondering whether your spreadsheet will satisfy the court, or whether the shoebox of receipts is enough, it is time for a system built specifically for this role. Download Conservator Ledger and start keeping records you can stand behind.
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